The Closeout phase involves final budget reconciliation and returning of any unspent funds to their original source. This process is overseen by the Budget Office.

All contracts should be fully paid and closed with all project vendors.

The assembly of closeout documents for operations and maintenance is now complete.

The CPD project manager will finalize the "as‐built" OPR and will include evidence of the space having been accepted for turnover by the user group and facilities operations and maintenance.

Project Controls
Governance
Organization N/A
Communications N/A
Reporting

N/A

Approvals
Board of Trustees N/A
Capital Projects Committee N/A
Provost/CFO N/A
Funding Budget is liquidated with approval of Budget Office
Steering Committee N/A
User Group

N/A

Procurement
Economic Impact N/A
Vendor Management

Close contracts, issue final payments

Cost Management
Budget Close project budget, return funds to unit or center via Budget Office
Construction Cost N/A
Cash Flow

N/A

Schedule Management
Project Schedule N/A
Regulatory/Permitting

N/A

Quality Management
Design Reviews N/A
Construction Quality

Confirm all open issues are resolved prior to contract closure; Establish warranty issue resolution process

Risk Management
Project Insurance N/A
FM Global

N/A

Program and Design Management
Program N/A
Planning
Zoning/Planned Development N/A
Master Planning Considerations N/A
Heritage N/A
Accessibility N/A
Space Management N/A
Landscaping/Sitework N/A
Bird Safety N/A
Sustainability
General N/A
Energy N/A
Engineering and Utilities
Utilities N/A
Mechanical N/A
Building Automation N/A
Electrical N/A
Fire Protection N/A
Plumbing N/A
Commissioning

All open commissioning items must be resolved prior to closeout and final payments

Operations and Maintenance
Building Envelope N/A
Interior Finishes N/A
Elevators N/A
Technology
IT Services N/A
Security

N/A

Key Deliverables
OPR Update OPR to serve as record of completed construction and documentation of approvals
Design Documents O&M documentation complete and signed off by O&M, User group
Budget N/A
Presentations N/A
Contracts/Vendors N/A

How Do I?

UChicagoSocial: Facilities Services